-70.1%
APTV vs LPLA
+145.5%
-215.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -1.2% | -1.5% | +0.4% | -0.6% |
| 30D | -10.6% | -6.0% | -4.7% | -8.7% |
| 3M | -35.0% | +21.4% | -56.4% | -39.4% |
| 6M | -38.9% | +12.1% | -51.0% | -41.8% |
| YTD | -41.5% | -1.8% | -39.7% | -41.9% |
| 1Y | -45.8% | +3.2% | -49.0% | -47.5% |
| 3Y | -55.7% | +45.9% | -101.6% | -64.3% |
| 5Y | -70.1% | +144.7% | -214.8% | -84.2% |
| All | -70.1% | +145.5% | -215.7% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling